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LIGHTHOUSE FINANCIAL SERVICES, INC. WAS ESTABLISHED IN 1992 WHEN "FEE-ONLY" ADVISORY FIRMS WERE IN THEIR BEGINNING STAGES
Our founder, George McDaniel, recognized early in his career that investment management and wealth management are equally important to high net worth investors. In fact, for most high net worth clients, they are integrally connected and should be analyzed with the understanding that the long-term success of any sophisticated investor depends on how well they manage both.
When considering the long reaching impacts of your financial well-being to your family and loved ones, we understand that no one product or service can empower you to success without a clear understanding of what it is that you want to achieve. The advisors and employees of LFS have built a successful company based on the belief that the way to achieve your investment goals is to work with you individually. Our financial success is directly connected to the long-term relationships that we develop with our clients and the quality of our advice. Operating as a "fee-only" advisory firm allows us to put your interests above our own. As a Lighthouse client, it's our goal to keep you in the driver's seat to your own financial success.